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CRM Salesforce

Course Features

Course Details

Course Objectives
After the completion of the CRM Salesforce for Beginners course at Iteanz, you will be able to:
1. Understand what Customer Relationship Management is about and share multiple examples on the relevance and application of CRM.
2. Discuss Cloud Computing concepts, how cloud computing is used for CRM and the various CRM tools that are used by business.
3. Describe the CRM modules and define the activities performed as part of sales, marketing and service.
4. Create business objects and define the business flow across organization CRM processes.
5. Create various types of fields and define the relationship across objects in order to achieve the business functionalities.
6. Utilize the various functionalities of Salesforce.com to achieve Salesforce automation.
7. Prepare reports and associated dashboards to enable business performance preview.

Why learn CRM Salesforce?
At a time where acquiring new customers and retaining existing clients for business is becoming more and more critical, CRM systems provide the tool to bridge the gap between business processes and managing customer expectations. Customers are rapidly moving to Salesforce.com owing to its established cloud technology and its Pay per use similar features. This course will help to jump start your career in Salesfore.com and provide a platform to develop your knowledge with extensive training and hands-on practice sessions.

Who should go for this Course?
This course is a solid foundation to anyone who aspires to become Business Analyst, Techno-functional Analyst or Salesforce Developer.

What are the pre-requisites for this Course?
The pre-requisites for this course include Business Understanding of Customer Relationship Management, Basic knowledge of CRM systems, Cloud Computing, Basic idea regarding SaaS.

Which Case-Studies will be a part of the Course?
(i) Implementing a custom recruitment application on Salesforce.com
(ii) Defining a sales process automation for a B2B organization involving in selling high value technology tools and services to other organizations e.g. An IT services organization selling infrastructure and application services.

1. Introduction to CRM and SFDC

Learning Objectives - In this module, you'll learn the basic overview of CRM, how Cloud Computing is used for CRM and you will also learn about introduction to Salesforce.com.

Learning Objectives - In this module, you will learn about how to prepare reports and associated dashboards to enable business performance preview.You will also learn about Marketing Cloud, Sales Cloud and Service Cloud.